1)Huawei in the process of redesigning all its product using its own or non US components. This will takes about 2 years. So, the recession will give huawei time to make the full transition. Also Huawei hongmeng OS will take some times to take off. Recession will give it the time.

2)China in the process of afvance its semiconductor industry from A-Z from semiconductor chemicals, lithography equipments to design EDA software. The recession time will give China semiconductor industry to catch up quickly.

Basically the global recesion will slow down alot of companies in the western world and allow China time to quickly ccach up quickly.